Plan your wealth

What it means

We call this Wealth Intentions Planning. It involves getting clear and intentional in what you envision in your future, how you organize your affairs to realize that future, and implementing with confidence in order to get there.

Seeing. Planning. Doing.

BridgeWater’s tools and processes that help you

the integrated planning solution

builds a complete sense of your financial position, opportunities and potential risks.

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the wealth intentions program

develops a deeper, more experiential sense of your family wealth philosophy, often with refreshing new insights and conclusions.

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the masters planning program

combines the methodology of the Integrated Planning Solution with a thorough investment search for families desiring access to private money managers.

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risk management planning

manages your impact of income loss due to illness, injury or cash flow changes. An Estate Planning Review assesses your insurance and estate planning opportunities.

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